Michele Parisi signed FSM Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FSM Group LLC's EIN is 30-0853790.
Download the official 2024 Form 5500 (PDF) for FSM Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FSM Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAVEN PRIVATE | 20-4957096 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $786K | 16.0% | |
| Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $666K | 13.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $483K | 9.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $408K | 8.3% | |
| Participant Loans Maturing though October 2032 with interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $356K | 7.3% | |
| The American Funds EuroPacific Grth R6 Fd 251 Dimensional Fund Advisors Infl Protected Sec I Fund 87 Pooled Separate Accounts * Principal Life Insurance Company Large Cap Growth I Sep Acct | Pooled Separate Accounts | — | — | $274K | 5.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $274K | 5.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $200K | 4.1% | |
| Principal Life Insurance Company Principal Guaranteed Option | Common Stocks | — | — | $199K | 4.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $188K | 3.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $173K | 3.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $146K | 3.0% | |
| Dimensional Fund Advisors US Sml Cap Growth Instl Fd | Mutual Funds | — | — | $139K | 2.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $115K | 2.3% | |
| The American Funds NewPrsp R6 Fnd | Mutual Funds | — | — | $113K | 2.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $108K | 2.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $72K | 1.5% | |
| Fidelity Investments Mid Cp Index Fund | Common Collective Trusts | — | — | $72K | 1.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $65K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $59K | 1.2% | |
| Fidelity Investments Glb ex US Index Fd | Mutual Funds | — | — | $57K | 1.2% | |
| Fidelity Investments Sm Cap Index Fund | Common Collective Trusts | — | — | $56K | 1.1% | |
| BlackRock iShs US Agg Bond Index K Fund | Other securities | — | — | $46K | 0.9% | |
| PGIM Investments Global Total Ret R6 Fd | Other securities | — | — | $43K | 0.9% | |
| The American Funds AmerMut R6 Fd | Mutual Funds | — | — | $26K | 0.5% | |
| TIAA Investments Nuveen Real Estate Sec Sel R6 | Mutual Funds | — | — | $14K | 0.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $13K | 0.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $8K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | 0.1% | |
| Victory Funds Intgrty Md Cp Val R6 | Other securities | — | — | $3K | <0.1% | |
| PIMCO Funds RAE US Sml Instl Fd | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $88 | <0.1% |
